See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,996 | $95,803-34.2% | $113,168-44.3% | $84,808-25.7% |
| Participation rate | 78.4% | 72.9%+5.5pp | 76.6%+1.8pp | 68.3%+10.1pp |
| Annual return | 17.93% | 25.00%-7.1pp | 24.27%-6.3pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,162 | $2,360-8.4% | $2,975-27.3% | $2,631-17.8% |
| Participant deferral / active EE | $5,119 | $4,242+20.7% | $5,107+0.2% | $4,212+21.6% |
| Admin fee / account holder | $222 | $8,989-97.5% | $12,068-98.2% | $7,344-97.0% |